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Assignment Manager Administration Views


Assignment Manager functionality is administered with two administration screens:

  • Administration - Assignment. The assignment administrator (AA) uses the assignment administration views (Navigate > Site Map > Administration - Assignment) to create and administer assignment rules.

    The AA creates rules and criteria, associates rules to particular rule groups (or the default rule group), and adds candidates for assignment to each rule. If using the delegated assignment feature, the AA also creates child rule groups and makes rules inheritable to the owners of those child rule groups.

    AAs have visibility for rules only in their organizations but have unrestricted access to rule administration within those organizations.

    For information about tasks performed by AAs, see the topics in Assignment Rule Administration.

  • Administration - Delegated Assignment. Delegated administrators (DAs) use the delegated assignment administration views (Navigate > Site Map > Administration - Delegated Assignment) to inherit and refine assignment rules.

    DAs inherit the rules and further specify assignment rule behavior and candidates using the delegated assignment views. DAs can also choose to delegate rule responsibility by creating child rule groups and making rules inheritable to the owners of those child rule groups. The refined rules can again be inherited and modified by other delegated administrators at a lower level in the hierarchy, and so on.

    In the Administration - Delegated Assignment screen, rule group owners have visibility for their rule groups (and subtrees).

    For information about tasks performed by DAs, see Assignment Rule Administration for Delegated Assignment.

Siebel Assignment Manager Administration Guide